Entity Templates Overview

Entity templates are created to define the behaviour of an entity class. Examples of an entity class are a 'Project' (from the PPMAnywhere solution) or an 'Audit' (from the GRC Anywhere solution). An entity class can have more than one template defined for it. For example a 'Project' might have a 'Waterfall' template or 'Agile' template depending on the methodology. The 'Audit' class might have templates for an 'Internal Audit' and an 'External Audit'.

Templates define a number of factors:

1. The approach for status reporting

2. How the entity is planned

3. The governance form and process. 

4. Whether staff can book time to entities with this template and if so, who.

5. Who can see entities with this template

6. What control processes are in use for entities with this template. For example: risk, issue, scope change processes.

• Entity templates are created from the Entity Templates Dashboard 

• The dashboard can be accessed from the Administration Workbench. From the menu, select Admin Center under the Administration section.

• From the administration workbench, select Entity Types from the Templates section.

• Entity templates can be deactivated if they are no longer required.

• Navigate to the Entity Templates Dashboard and click on the entity template to be deactivated.

• Click on the pencil icon in the Entity Template Editor 

• Untick the 'Active' flag.

• Entity templates can be updated. Navigate to the Entity Templates Dashboard and click on the entity template to be updated.

• The impact of changes on existing entities with this template is covered in the Entity Template Editor 

• Entity templates cannot be deleted, however they can be deactivated to prevent any further entities from using them.

• Navigate to the Entity Templates Dashboard and click on the entity template to be deactivated.

• Click on the pencil icon in the Entity Template Editor 

• Untick the 'Active' flag.